More than a form.
A structured growth diagnostic.
The intake is just step one — a bird's-eye snapshot of where your organization stands today. From there, we surface the real blockers between your team and your next growth milestone.
What you'll receive
A full diagnostic across the systems driving your growth.
We pressure-test the four domains where healthcare organizations most often leak revenue, members, and momentum — then hand you a prioritized roadmap.
Systems & Processes
- End-to-end intake, scheduling & enrollment workflow review
- CRM, EHR & data hygiene diagnostic across teams
- Operational bottleneck and handoff mapping
Branding & Marketing
- Brand positioning vs. competitors in your service area
- Website conversion, SEO & local search audit
- Reputation, reviews & community presence review
Sales & Lead Engagement
- Patient & Medi-Cal member acquisition funnel review
- Lead response, follow-up cadence & conversion analysis
- CalAIM ECM & Community Supports enrollment diagnostic
Growth & Partnerships
- Hospital, MCP & CBO referral source map
- Provider recruitment pipeline audit
- 90-day healthcare growth roadmap with priorities
Phase 01
Tell us who you are
How the audit works
Complete the Growth Audit Intake Form
Provide context on your org, populations, contracted MCPs, current stack, and friction points.
Schedule a Meeting
Book a brief intro call via Calendly — a quick formality to confirm fit and align calendars.
Discovery call for deep dive discussions
We go deeper on internal systems, foundational gaps, and the specific blockers keeping you from milestones.
Full Growth Audit
If there's mutual fit, we deliver the full diagnostic plus a 90-day roadmap tailored to your organization.

